Realty Income Corp vs Zillow Group Inc Class A — how do they compare? Realty Income Corp trades at $60.32 (market cap $57.74B), while Zillow Group Inc Class A trades at $32.92 (market cap $7.31B). The key difference: Realty Income Corp is far larger — about 7.9× Zillow Group Inc Class A's market cap, and Realty Income Corp pays a 5.33% dividend while Zillow Group Inc Class A pays none. Which is the better fit depends on your goals.
| O | ZG | |
|---|---|---|
Market Cap | $57.74B | $7.31B |
Sector | Real Estate | Media |
52-Week High | $67.56 | $86.76 |
52-Week Low | $55.93 | $29.14 |
Enterprise Value | $88.37B | $7.19B |
Dividend Yield | 5.33% | — |
Signals from Pluang's Aura AI — not financial advice
Realty Income (O) trades at $61.02, down 0.38% with a bearish technical signal. The REIT maintains strong fundamentals with 92.6% gross margins and consistent dividend growth, recently increasing its monthly payout to $0.2715. However, the stock has missed earnings expectations for three consecutive quarters, and technical indicators show selling pressure with support at $60-61 levels. The company's $68.8 billion asset base supports its 5.3% dividend yield while debt levels have been trending upward.
O offers income investors a reliable dividend aristocrat with 25+ years of growth, but faces headwinds from interest rate sensitivity and recent earnings misses. The consensus price target of $66.50 suggests 9% upside potential, though technical weakness and rising debt-to-asset ratios warrant caution. The stock's appeal hinges on its ability to maintain AFFO growth amid a challenging rate environment.
Zillow Group (ZG) trades at $33.03, down 6.48% over 24 hours, reflecting bearish technical signals amid a challenging housing market. The stock shows mixed fundamentals with a high P/E ratio of 143.57 but improving revenue growth to $2.58B in 2025 and a return to net profitability. Recent news highlights Zillow's shift to an integrated transaction platform and a settled FTC lawsuit, while analyst consensus remains cautiously optimistic with a $47.56 price target.
The outlook balances growth potential from Zillow's monetization strategy against near-term headwinds like elevated interest rates dampening home sales. Risks include execution challenges in the business model transition and competitive pressures, but institutional buying and earnings beats suggest underlying strength. Investors should weigh the high valuation against improving cash flow and market positioning.
Trailing returns across standard periods
Latest headlines on both assets
Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →Zillow Group is an Internet-based real estate company that has historically focused on deriving ad revenue from third-party brokers on online marketplaces such as Zillow.com, Trulia, and HotPads. More recently it has shifted its focus to iBuying via the Zillow Offers platform.
Read more on ZG →